Scarborough Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Buy |
+742
| New | – | ﹤0.01% | 502 |
|
|
2024
Q3 | – | Sell |
-760
| Closed | -$63.8K | – | 425 |
|
|
2024
Q2 | $63.8K | Hold |
760
| – | – | 0.03% | 84 |
|
|
2024
Q1 | $63.6K | Sell |
760
-3,783
| -83% | -$316K | 0.03% | 84 |
|
|
2023
Q4 | $355K | Sell |
4,543
-33,673
| -88% | -$2.63M | 0.07% | 61 |
|
|
2023
Q3 | $2.77M | Sell |
38,216
-15,404
| -29% | -$1.11M | 0.67% | 36 |
|
|
2023
Q2 | $3.99M | Buy |
53,620
+1,923
| +4% | +$143K | 0.95% | 28 |
|
|
2023
Q1 | $3.76M | Buy |
51,697
+24,981
| +94% | +$1.82M | 0.95% | 29 |
|
|
2022
Q4 | $1.93M | Buy |
26,716
+606
| +2% | +$43.7K | 0.52% | 39 |
|
|
2022
Q3 | $1.73M | Buy |
26,110
+236
| +0.9% | +$15.6K | 0.54% | 38 |
|
|
2022
Q2 | $1.82M | Buy |
25,874
+7,590
| +42% | +$533K | 0.62% | 35 |
|
|
2022
Q1 | $1.42M | Buy |
18,284
+825
| +5% | +$64K | 0.45% | 33 |
|
|
2021
Q4 | $1.41M | Buy |
+17,459
| New | +$1.41M | 0.49% | 33 |
|